Belpointe Asset Management LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 235 filers reported holding VANGUARD WORLD FD in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$303,345
-85.9%
1,336
-87.3%
0.03%
-73.3%
Q1 2023$2,144,084
+77.1%
10,484
+49.0%
0.12%
+58.9%
Q4 2022$1,210,793
-2.8%
7,037
-1.6%
0.07%
-13.1%
Q3 2022$1,246,000
-6.9%
7,150
-2.9%
0.08%
-6.7%
Q2 2022$1,338,000
-20.5%
7,362
+2.9%
0.09%
-11.8%
Q1 2022$1,684,000
-5.2%
7,155
+5.1%
0.10%
-8.1%
Q4 2021$1,776,000
+16.8%
6,810
+5.2%
0.11%
+6.7%
Q3 2021$1,520,000
+2.6%
6,473
+1.1%
0.10%
-2.8%
Q2 2021$1,482,000
+10.9%
6,404
-0.8%
0.11%
-6.1%
Q1 2021$1,336,000
-8.7%
6,455
-10.1%
0.11%
-13.0%
Q4 2020$1,463,000
+38.9%
7,178
+9.6%
0.13%
+81.9%
Q3 2020$1,053,000
+106.9%
6,549
+110.2%
0.07%
+9.1%
Q2 2020$509,000
+44.2%
3,115
+12.2%
0.07%
+6.5%
Q1 2020$353,000
-15.6%
2,777
-3.2%
0.06%
+17.0%
Q4 2019$418,000
+12.7%
2,868
+2.6%
0.05%
-11.7%
Q3 2019$371,000
+53.3%
2,796
+49.3%
0.06%
+25.0%
Q2 2019$242,000
+5.7%
1,873
+1.6%
0.05%
+6.7%
Q1 2019$229,000
-8.8%
1,843
-21.5%
0.04%
-29.7%
Q4 2018$251,000
-2.7%
2,348
+16.7%
0.06%
+56.1%
Q3 2018$258,0002,0120.04%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2019
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,778,515$857,345,06435.83%
Erickson Financial Group, LLC 89,445$20,295,07018.98%
Zeit Capital LLC 79,675$18,078,21816.76%
BHK Investment Advisors, LLC 108,511$24,621,15011.32%
FC Advisory LLC 116,993$26,545,68111.17%
Portfolio Strategies, Inc. 255,307$57,927,95111.16%
Greytown Advisors Inc. 88,542$20,090,20411.12%
Bernardo Wealth Planning LLC 122,375$27,766,86210.98%
ANGELES WEALTH MANAGEMENT, LLC 335,017$76,015,27310.74%
Kensington Asset Management, LLC 426,000$96,659,40010.06%
View complete list of VANGUARD WORLD FD shareholders